MERITAGE PORTFOLIO MANAGEMENT - ISHARES TR ownership

ISHARES TR's ticker is NYF and the CUSIP is 464288323. A total of 106 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
MERITAGE PORTFOLIO MANAGEMENT ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$229,000
-21.6%
4,356
-18.7%
0.02%0.0%
Q1 2022$292,000
-5.8%
5,3560.0%0.02%0.0%
Q4 2021$310,000
+9.5%
5,356
+9.7%
0.02%
+5.9%
Q3 2021$283,000
-0.7%
4,8840.0%0.02%0.0%
Q2 2021$285,000
+1.1%
4,8840.0%0.02%
-10.5%
Q1 2021$282,000
-1.1%
4,8840.0%0.02%
-9.5%
Q4 2020$285,000
+1.4%
4,8840.0%0.02%
-16.0%
Q3 2020$281,0000.0%4,8840.0%0.02%
-7.4%
Q2 2020$281,0004,8840.03%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Whitegate Investment Counselors, Inc. 82,725$4,426,6151.43%
James J. Burns & Company, LLC 99,606$5,3301.37%
NBT BANK N A /NY 169,770$9,084,3931.33%
Israel Discount Bank of New York 26,410$1,413,1991.06%
Conrad Siegel Investment Advisors, Inc. 19,482$1,042,5020.92%
ETFIDEA, LLC 37,315$1,996,7260.87%
Level Financial Advisors 23,200$1,241,4320.74%
MYECFO, LLC 17,390$930,5390.70%
ARROW FINANCIAL CORP 84,139$4,502,2780.59%
ALESCO ADVISORS LLC 253,821$13,581,9620.50%
View complete list of ISHARES TR shareholders